Harbour Trust & Investment Management’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.25M | Sell |
58,425
-1,267
| -2% | -$157K | 0.8% | 41 |
|
|
2025
Q1 | $5.89M | Buy |
59,692
+375
| +0.6% | +$37K | 0.71% | 45 |
|
|
2024
Q4 | $6.6M | Buy |
59,317
+181
| +0.3% | +$20.2K | 0.75% | 45 |
|
|
2024
Q3 | $5.69M | Buy |
59,136
+1,870
| +3% | +$180K | 0.65% | 49 |
|
|
2024
Q2 | $5.69M | Buy |
57,266
+3,626
| +7% | +$360K | 0.68% | 45 |
|
|
2024
Q1 | $6.56M | Buy |
53,640
+3,449
| +7% | +$422K | 0.82% | 36 |
|
|
2023
Q4 | $4.53M | Buy |
+50,191
| New | +$4.53M | 0.64% | 54 |
|